FEPCMD ANNUAL MEETING/PRESENTATION: Due Diligence in the Selecting and Understanding of Life Insurance Policies

Date: Thursday, November 9, 2017
Time: 5:30pm - 8:30pm
Location: Grosse Pointe War Memorial, 32 Lake Shore Road, Grosse Pointe Farms, MI 48236
Speaker: Michael W. Halloran, CFP, AEP, ChFC, CLU

Mike Halloran - Back by popular demand!

Presentation Outcomes:

  1. The internal make-up of a Life Insurance Policy and how that will affect clients in solving their needs.

  2. Feel better about advising clients on what policies to recommend when buying life insurance for estate or business purposes.

  3. Knowledge of the product and where they fit for the benefit of the client in addition to reducing malpractice exposure for the advisor.

Related Document(s):

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